AI Holders Summary · Q1 2026

91 institutions reported EOI in Q1 2026. RAYMOND JAMES FINANCIAL INC leads at 19.1% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$28M1.5M0.01%Q1 2026 02

Focus Partners Wealth

CIK 0001542153

$16M780K0.02%Q4 2025 03

MORGAN STANLEY

CIK 0000895421

$15M816K0.00%Q1 2026 04

BANK OF AMERICA CORP /DE/

CIK 0000070858

$11M569K0.00%Q1 2026 05

WELLS FARGO & COMPANY/MN

CIK 0000072971

$10M545K0.00%Q1 2026 06

Cambridge Investment Research Advisors, Inc.

CIK 0001419186

$10M543K0.03%Q1 2026 07

Invesco Ltd.

CIK 0000914208

$7M399K0.00%Q1 2026 08

LPL Financial LLC

CIK 0001403438

$7M355K0.00%Q1 2026 09

ROYAL BANK OF CANADA

CIK 0001000275

$6M336K0.00%Q1 2026 10

GUGGENHEIM CAPITAL LLC

CIK 0001283072

$5M240K0.03%Q1 2026 11

ROMAN BUTLER FULLERTON & CO

CIK 0000733444

$4M221K1.19%Q1 2026 12

AMERIPRISE FINANCIAL INC

CIK 0000820027

$4M217K0.00%Q1 2026 13

TRUIST FINANCIAL CORP

CIK 0000092230

$4M201K0.01%Q1 2026 14

UBS Group AG

CIK 0001610520

$4M189K0.00%Q1 2026 15

ELEVATION POINT WEALTH PARTNERS, LLC

CIK 0001744349

$4M188K0.08%Q1 2026 16

Vestmark Advisory Solutions, Inc.

CIK 0001736982

$3M186K0.04%Q1 2026 17

OSAIC HOLDINGS, INC.

CIK 0001677044

$3M168K0.00%Q1 2026 18

Steward Partners Investment Advisory, LLC

CIK 0001723397

$3M135K0.01%Q1 2026 19

READYSTATE ASSET MANAGEMENT LP

CIK 0001900923

$2M100K0.08%Q4 2025 20

OxenFree Capital LLC

CIK 0002009781

$2M93K0.84%Q2 2026

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